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iShares Core US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
McNaughton Wealth Management
California
$1.03M -$1.43M -32,113 -58%
AIM
77
Acropolis Investment Management
Missouri
$985K -$317K -7,110 -24%
EH
78
Equitable Holdings
New York
$960K -$52.2K -1,170 -5%
IWP
79
IAG Wealth Partners
Wisconsin
$960K +$243K +5,452 +33%
BAM
80
Belpointe Asset Management
Nevada
$922K +$941K +21,088 New
AF
81
Advisornet Financial
Minnesota
$913K -$341K -7,640 -27%
1IA
82
1834 Investment Advisors
Wisconsin
$894K
MA
83
MCF Advisors
Kentucky
$876K +$22.1K +496 +3%
GSIS
84
Global Strategic Investment Solutions
Arizona
$789K
Sumitomo Mitsui Trust Group
85
Sumitomo Mitsui Trust Group
Japan
$783K -$45.2K -1,013 -5%
GWAG
86
Garrett Wealth Advisory Group
Texas
$763K -$94.7K -2,122 -11%
HR
87
Hayden Royal
North Carolina
$760K -$10.1K -227 -1%
Comerica Bank
88
Comerica Bank
Texas
$742K -$148K -3,329 -17%
AWM
89
AE Wealth Management
Kansas
$741K -$203K -4,560 -21%
MAS
90
Managed Account Services
Florida
$725K -$65.5K -1,469 -8%
CFN
91
Cordasco Financial Network
Florida
$720K -$2.01K -45 -0.3%
LFG
92
LifePlan Financial Group
Ohio
$709K -$46.6K -1,045 -6%
SS
93
Simplicity Solutions
Minnesota
$702K -$109K -2,443 -13%
CFD
94
Creative Financial Designs
Indiana
$701K -$1.08M -24,237 -60%
5L
95
55I LLC
Massachusetts
$675K -$586K -13,126 -46%
RWM
96
Ritholtz Wealth Management
New York
$671K -$11.4K -255 -2%
KAS
97
Kestra Advisory Services
Texas
$668K +$681K +15,271 New
HAS
98
HBW Advisory Services
California
$652K +$14.3K +320 +2%
IFAM
99
Institutional & Family Asset Management
Colorado
$644K +$90.6K +2,030 +16%
Citadel Advisors
100
Citadel Advisors
Florida
$632K +$644K +14,447 New